Key IRS Limits for 2024
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year...
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
Donating to Your Favorite Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.
The SECURE Act
Long-established retirement account rules change… The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings...